Key Responsibilities

- Cover and develop expertise in assigned sectors and companies.
- Identify and track investment opportunities across large-cap, mid-cap, and small-cap stocks.
- Conduct detailed fundamental research, financial analysis, and company valuations.
- Monitor macroeconomic, industry, and company-specific developments impacting investments.
- Present sector and stock views in investment and research meetings.
- Provide actionable stock recommendations and support fund managers in investment decisions.
- Generate new investment ideas, themes, and research-driven opportunities.
- Engage with company managements, regulators, industry participants, and analyst forums.
- Build and maintain relationships with sell-side analysts and assess the viability of their investment ideas.
- Maintain an objective recommendation tracking framework and contribute to portfolio performance.

Qualifications

- MBA (Finance),



CA or equivalent professional qualification.
- Strong academic background in finance, economics, or related fields.

Experience

- 8-10 years of overall relevant work experience (Large part & current experience in the IT sector is mandatory)
- Exposure to equity mutual funds or macro research.
- Experience preparing market commentary, client presentations, or fund analytics is preferred.

Required Skills

- Strong understanding of equity markets and macro-economic trends.
- Proficiency in data analysis, financial modeling, and analytical tools.
- Excellent communication skills with the ability to simplify complex concepts.
- Detail-oriented, analytical, and highly organized with solid problem-solving capability.
- Ability to collaborate effectively across teams and functions.

📌 Research Analyst (Mumbai)
🏢 UTI Mutual Fund
📍 Mumbai